Before you decide to commit to being a regular listener to this Podcast, you deserve to know WHY Brian Hartmann and Brian Diffily are in the business of financial planning.
The WHY is always important, but often overlooked. This episode covers WHY the Brians dedicated their lives to helping families across the country plan for their financial futures.
Key Topics:
The journey of Brian Diffily and Brian Hartman into the financial advisory field
How major historical events influence financial advising strategies
Personal anecdotes highlighting their deep connections with clients
The shift in financial advising from numbers-focused to relationship-centric
Real-life stories demonstrating the impact of financial planning on clients' lives
The unique approach of Grant Bridge Wealth Management to financial advisory services
Connect with us:
Brian Diffily
Brian Hartmann, CFP®
Visit our website:
Granite Bridge Wealth
